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iShares Micro-Cap ETF

207 hedge funds and large institutions have $456M invested in iShares Micro-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 79 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
Holders Change %
0%
% of All Funds
2.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
35
Reduced
79
Closed
24
Calls
$2.76M
Puts
Net Calls
+$2.76M
Net Calls Change
+$1.88M
Name Holding Trade Value Shares
Change
Shares
Change %
BHBT
126
Burke & Herbert Bank & Trust
Virginia
$262K
WIA
127
World Investment Advisors
California
$262K +$12.8K +100 +5%
FHA
128
First Horizon Advisors
Tennessee
$258K
KG
129
Kieckhefer Group
Wisconsin
$255K
AGC
130
Aspen Grove Capital
Colorado
$250K -$192K -1,500 -43%
NL
131
NWAM LLC
Washington
$247K -$52.2K -399 -17%
WHCFA
132
William Howard & Co Financial Advisors
Tennessee
$242K
JPLA
133
Joseph P. Lucia & Associates
New York
$238K -$34.9K -273 -13%
BI
134
Ballast Inc
Kentucky
$238K +$238K +1,865 New
TFG
135
Tilson Financial Group
New Jersey
$238K +$383 +3 +0.2%
CMMS
136
Comprehensive Money Management Services
Florida
$234K
JIC
137
Joel Isaacson & Co
New York
$232K +$232K +1,817 New
PGA
138
Portland Global Advisors
Maine
$226K -$269K -2,105 -54%
IWC
139
Integrated Wealth Concepts
Massachusetts
$225K -$13.2K -103 -6%
WBCM
140
Wilson & Boucher Capital Management
California
$221K +$221K +1,735 New
MSAM
141
Moloney Securities Asset Management
Missouri
$212K +$212K +1,659 New
Cerity Partners
142
Cerity Partners
New York
$207K +$207K +1,620 New
FFM
143
Forum Financial Management
Illinois
$205K +$205K +1,605 New
AC
144
Annandale Capital
Texas
$204K +$204K +1,600 New
CIBC Private Wealth Group
145
CIBC Private Wealth Group
Georgia
$196K
CA
146
CoreCap Advisors
Michigan
$178K -$30.1K -236 -14%
BBHC
147
Brown Brothers Harriman & Co
New York
$167K
FFA
148
Farther Finance Advisors
California
$134K
AWM
149
Angeles Wealth Management
California
$121K
IA
150
IFP Advisors
Florida
$118K -$8.04K -63 -6%